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Building Better Professionals
   

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Current Issue    About the Register

Jan/Feb 2015

Cover Profile:
Simon Chu - Toasting Client Success

It is time to celebrate the successes of the past year and then start 2015 with even more opportunities for excellence. The Register is moving forward with a feature article on Simon Chu from Cornerstone Financial Strategies located in East Brunswick, NJ.

Simon and his associates have perfected the process of giving seminars to a target group of senior investors and retirees. His story gives professional insights of the industry, his practice and our Association.

Click Here Digital Version 


The Shift in Power

There has been a fundamental change of 21st century business, the shift in power from the seller to the buyer. Prospects and even existing clients now seek out and want to do business only with those who can communicate in and from their perspective. Unfortunately the financial industry has a continuing case of “I” trouble.

by Richard Weylman 



Getting Wine Fans to Accept Investment Advice

Ever feel some people just have too much money? Some investors don’t even bother opening their monthly account statements. Personally I think the market decline of 2008 cured them. If they start ignoring them again, that’s a good sign of another market top.

by Bryce Sanders 


The Loren Dunton Memorial Award

IARFC is putting out a call for nominations for the 2015 Dunton Award. The award is made in honor of the founder of the financial planning profession, Loren Dunton, to a person who has made a substantial contribution to the financial services profession and/or the financial interest of the public. Click here for a Nomination form

 

A practitioner-oriented financial magazine written and distributed monthly by the IARFC. The Registerincludes practitioner profiles, articles, interviews, book reviews and practical practice management, client service and marketing recommendations.  

 

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